James Sylvester
Associate Portfolio Manager at C3 Wealth Management
- Role
- Associate Portfolio Manager C3 Wealth Management at C Wealth Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James Sylvester
I’m James, the Financial Planning and Investment Analyst for Korsa Wealth Management in…
Experience
Associate Portfolio Manager C3 Wealth Management
May 2024 — Present
Education
William & Mary
Bachelor of Arts (BA)
2013 — 2017
Skills
- Microsoft Excel
- Financial Planning
- Spanish
- Microsoft Office
- Financial Services
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